Broker Check

WHY WORK WITH US

We understand how overwhelming it can be to navigate the world of financial planning and investing. Without guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.

We believe that it is our duty to serve and educate our clients to their specific planning needs. By offering first class service and frequent communication, F-Squared seeks to separate ourselves from the average adviser. We take the time to learn about our clients’ financial goals and develop strategies that align with their objectives. We build trust over time, and enjoy building long-term relationships with our clients, serving families through the generations.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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THE RESOURCES OF A LARGE FIRM WITH THE PERSONAL TOUCH OF A SMALL PRACTICE

INTEGRITY. PROFESSIONALISM. COMMITMENT. SERVICE.

Pacific Capital Resource Group, Inc. (PCRG) exemplifies these four words by doing business with the highest of ethical standards that have allowed PCRG to become a regional leader in financial services and design implementation. With nearly 100 advisers and wealth strategists, PCRG delivers world-class service to thousands of clients nationwide.

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